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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,686 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $49,184 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $10,000 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Fees | $5,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,789 | $176,471-82.0% | $95,964-66.9% | $90,274-64.8% |
| Participation rate | 63.9% | 86.6%-22.7pp | 77.1%-13.2pp | 73.4%-9.5pp |
| Annual return | 19.83% | 20.15%-0.3pp | 91.64%-71.8pp | 53.97%-34.1pp |
| Employer contribution / active EE | $819 | $2,783-70.6% | $2,541-67.8% | $2,523-67.5% |
| Participant deferral / active EE | $2,525 | $5,325-52.6% | $4,167-39.4% | $4,231-40.3% |
| Admin fee / account holder | $125 | $154-19.0% | $6,797-98.2% | $114+9.5% |